The system now automatically generates detailed activity notes when action items are edited, capturing complete change history with old and new values in an easy-to-read format.

Enhanced tracking covers all modifications including action type changes, assignments, due dates, descriptions, and attachments, providing management companies with full transparency throughout the action item lifecycle.

Also, added a new XN column to both System and Association Activity Notes screens featuring clickable links for quick navigation to action item details. 

Customer Impact: Management companies now have complete visibility into all action item changes with detailed field-level tracking for accountability, dispute resolution, and compliance purposes.

For more information, see the "Navigating the Homeowner Activity Notes Page" article.

Added a date range selection option when exporting GL Trial Balance reports to Excel. Now when users click the Excel export button, a modal dialog appears allowing them to specify start and end dates for the transaction data to include in the export. The default date range is set to the first and last day of the previous month, and the exported file contains all columns: GL Code, GL Descr, Ledger ID, Transaction Description, Debit, Credit, and Type.

Customer Impact: Financial teams can now export GL Trial Balance data with custom date ranges to Excel for enhanced analysis, reporting, and integration with external accounting systems.

For more information, see the "GL Out of Balances" article.

Updated the Reply All functionality to now include external recipients who were BCC'd in the original email thread.

Previously, recipients in the Recipients (BCC) field were not included when using Reply All, which could lead to communication gaps.

Customer Impact: External parties (attorneys, vendors, contractors) remain included in communication threads when using Reply All, improving coordination and reducing communication gaps with external stakeholders.

For more information, see the "How to Use Group Email" and "My Messages, My Action Items, & All Action Items" articles.

Added a visual indicator to help administrators identify incomplete action type configurations in Settings > Action Types/Steps.

When an action type does not contain any configured steps, a hazard icon appears next to the action type name. On hover, a tooltip states "Action types must contain at least one step." This enhancement helps prevent issues with action items that cannot function properly without configured steps. Expand 



Customer Impact: Action Type administrators can now quickly identify and resolve incomplete action type configurations, preventing potential workflow issues before they affect operations.

For more information, see the "Action Type Rules" article.

Fixed an issue in the Financial Overview Report where GL accounts without associated bank accounts were excluded from the report.

The problem occurred when GL accounts were previously tied to bank accounts later marked inactive, causing them to disappear from the report instead of switching from Bank Account type to GL type display. The report now properly displays all GL accounts configured in the Management > Financial Overview > Section GLs screen, regardless of whether they have an associated bank account.

Customer Impact: Financial Overview reports now display all relevant GL accounts, providing complete and accurate financial reporting even when bank account associations change.

For more information, see the "Financial Overview Report" article.

Fixed an issue where columns were missing from budget exports after removing columns from the budget screen view. All 12 months are now correctly included in budget exports regardless of which columns are hidden on the budget display.

Customer Impact: Budget exports now consistently include all month data regardless of column visibility settings, ensuring complete data for import processes and external analysis.

For more information, see the "Types of Reports" article.

Fixed an issue in the ACH Log where the total amount displayed did not correctly reflect the sum of all ACH items included in a file. Previously, the system was incorrectly showing only the refund amount instead of the total dollar amount of all transactions sent to the bank. The ACH Log now properly calculates and displays the accurate total of all transactions in each file.

Customer Impact: Improved reliability of ACH payment processing, better bank reconciliation accuracy, and reduced payment processing errors.

Fixed an issue where the Bank Register report was not properly respecting the selected end date when calculating account balances.

Previously, the report incorrectly deducted voided transactions that occurred after the report's end date. The fix ensures consistent balances between the Bank Register screen and the Bank Register report when using the same date parameters.

Customer Impact: Accurate bank register reporting within specified date ranges for better financial management and more reliable financial reports.

Fixed an issue where ARC Start Date and End Date fields entered by homeowners during submission were not properly populating in the resulting action items or merge tags. Previously, when homeowners specified estimated project start and end dates in their ARC requests, this information wasn't transferred to the action item, causing merge tags to display No Start Date or No End Date instead of the actual dates. The system now correctly captures and displays these dates.

Customer Impact: Improved ARC process management with accurate date tracking and reporting, better compliance monitoring for architectural review timelines.

Modified the Financial Overview report to save GL account selection changes per period rather than permanently overriding association settings.

Previously, any changes made to GL selections would affect all future report runs across all periods. A new Revert to Default button was added to the Variance Items section allowing users to restore the default association settings for a specific period when needed.

Customer Impact: Financial reports and overviews now display according to customized configurations, providing the specific financial views users need.

Enhanced support for Apple image file formats (.heic, .heif, .hif, and .avci) in the attachment handling system. These file types are now properly recognized and handled according to browser capabilities rather than automatically downloading. File display behavior varies by browser - some browsers (i.e. Chrome) may convert and download the file with a modified filename, while others may display the image directly depending on their native support for these formats.

Customer Impact: Users can now upload Apple image formats from iOS devices and other Apple systems. The images will be handled appropriately by each browser's capabilities, improving compatibility for users with Apple devices.

The Generate Portal Logins functionality has been updated to prevent accidental portal login generation for associations with Not Managed or Deleted status.

The system now restricts portal login generation to only associations with Onboarding or Live status, preventing unnecessary communications to unmanaged properties and maintaining data integrity.

Customer Impact: Management companies can confidently use the Generate Portal Logins feature without risk of sending login credentials to homeowners in associations they no longer manage.

For more information, see the "Generate New Portal Logins" article.

Action item steps with both certified and first-class letters now appear as a single consolidated entry in the Print Queue. When processed, both letters are included together in the download, simplifying Print Queue management while maintaining multi-letter functionality.

Customer Impact: Management companies see cleaner Print Queue organization with consolidated entries for multi-letter steps, reducing confusion and ensuring related letters process together.

For more information, see the "Print Queue 101" article.

The Vantaca IQ Settings page includes a new Refresh Log tab that provides enhanced visibility into data refresh processes. Vantaca IQ now automatically refreshes data to ensure current information display while maintaining system performance.

The Data Refresh Log within the tab includes:

• Snapshot Time: When data capture occurs.
• Data Available Time: When data becomes accessible through IQ.



Customer Impact: Users have clear transparency about when their IQ data was last captured and when it became available for analysis enabling more informed decision-making based on current data.

For more information, see the "Vantaca IQ: Securities and Permissions"article.

All Vantaca IQ pages now display Data Updated timestamps in their headers, showing when the underlying data was last refreshed. This includes Employee/Association List pages, standard Dashboards, and all other IQ Analytics pages.

The timestamp corresponds to the Snapshot Time from the Data Refresh Log, providing consistent fresh data information across the entire IQ platform.

Customer Impact: Users can immediately see when the data was updated on every IQ page, eliminating uncertainty about information currency and improving confidence in analytical insights.

Removed the separate note field from the Add External Charge modal interface, streamlining the external charge creation process by consolidating all documentation into a single description field and reducing data entry steps.

For more information, see the “Revenue Manager: Billing” article.

Resolved an issue where properties with inactive management status were incorrectly being included in billing cycles.

This fix eliminates incorrect billing charges for properties that are not managed, in onboarding status, or marked as model properties and ensures billing accuracy with no erroneous owner ledger entries.

For more information, see the “Revenue Manager: Billing” article.